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(1). In finance, a term used to describe client assets currently managed by the firm. Usually used during sales staff meetings to encourage employees to get their existing clients to increase the size of their relationship with the firm, often through cross-pollination.
(1). To positively impact or move a project forward, generally used when providing negative feedback in order to imply that someone is being neither impactful nor moving anything forward.
“Thanks for your input here, Tom. Unfortunately, I just don’t think adding more slides about how you are personally trying to go paperless is really going to move the needle on the firm’s cost-cutting project. I mean, really, you work in the mailroom!”
(1). A term used by upper management to politely tell employees that their work is late and/or not up to par.
“Just a friendly reminder that your time sheets are due on the end of each week and that it is NOT ok to mark any time as “miscellaneous”. We’re all looking at you Matt.
